Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Zeev's Turnips - No Politics -- Ignore unavailable to you. Want to Upgrade?

To: mishedlo who wrote (4766)	11/11/2001 11:31:24 PM
From: FR1	Read Replies (1) \| Respond to of 99280

CSCO claims it is eating into JNPR's market share and they are serious about the optics area - Chambers always talks about it. However, most people seem to feel that it will take a while. You can see that from how well JNPR has done. IMHO, as money comes back into the market the first money will go to CSCO because the fund managers know the company and trust it. Therefore CSCO is the safer bet going forward in the near term. JNPR has more of a chance to break out large to the upside because it is smaller. It also has the chance of imploding if CSCO really does take major contracts from them. FA - Fairchild corp. Big on aircraft parts. I generally stay away from the aircraft industry because there is so much government control. Were you thinking of Fairchild semi (FCS)? Fairchild semi spun off CNXT two years ago and it did real well at first. Then they had some big design competitions with BRCM which they lost. Lately they are trying to come back with some wireless design wins. BRCD might be a better bet than EMLX. There is also EMC in the same space. EMC used to be the dependable stock to follow in this area but some people have talked them down because the PE is so high and their storge systems are more proprietory. There are still a lot of EMC fans among the fund managers. I would go with BRCD (vs EMLX) because at least they are making a profit. Storage is going to be a strong sector as we come back because of streaming demands.